Coordinator resources

Owned by Jason Harmer
Last updated: Jul 26, 2019 by Former user (Deleted)
3 min read

Support

Hosting information

CrewDriver is entirely hosted inside of Canada and available worldwide.

Features

Landline notification

Recommended escalation rate

Add tweaks by position list filter

Add tweaks by position lists (bulk)

Import tweaks from previous calls

Undo tweaks

Shift reminder checkbox

Profile checkboxes

Name skill levels

Rotating lists checkbox

Contract lists

Referral lists

Multi-position offer

Re-send offer to people on the waiting list

Send a reminder about a shift

Delete tweaks

Date setting defaults

IMHR integration


Call Dashboard

Actions

 Start Call - Sends offers to workers until all shifts are filled or another action interrupts the call.

 Step Forward - Sends first round of offers to workers then pauses.

 Pause Call - Halts call from sending the next round of offers, responses to offers can still be sent in.

 Copy Call - Creates a duplicate call, including details, positions, and tweaks.

 Edit Call - Pauses the call and opens call details for editing. Choose between resetting or maintaining confirmed shifts.

 Fast Forward - Move the call to send the next round of offers.

 Finish Call - Completes the call even with empty shifts remaining, no more offers are sent and any confirmation responses are waitlisted.

 Delete Call - Remove the call from the dashboard.

 Rewind Call - Return to the beginning of worker list so as to send an offer to workers who didn't respond to the previous offer.

 Hide Call - Removes call from dashboard unless View Hidden Calls is on.


View Hidden Calls - Toggle between default dashboard view  and viewing hidden calls .


Send Email to Workers on Calls - Send an email to all workers confirmed on a selection of calls by clicking the Group Email Select button , checking boxes of calls to email to, then click the Compose Email button and fill in the dialogue or copy emails of confirmed workers, or exit with the cancel button .


 Preview Messages - View offer, confirmation, and reminder texts sent to workers.

 Tweak Call - Opens window to view, add, and import tweaks. Pauses call.

 Email Confirmed Workers - Send an email to confirmed workers.

 Text Reminder to Confirmed Workers - Send a reminder text to confirmed workers, with space to add a note.

 Download Timesheet - Select to download timesheet with or without phone number.

 Change Escalation Rate - Change to one of the preset escalation rates.

 Refresh Job Details - Manually refreshes job details to update worker responses.

Placement

Deciding - Workers who have been sent an offer but have not responded and the call has not escalated to the next round of offers yet.

Waiting list - Workers responded to accept a shift: after all shifts were filled, shift prior to the call starting, after the call closed, or despite a scheduling conflict.

Skipped - Workers who were skipped due to scheduling conflict or were unavailable.

Declines - Workers who did not accept a shift. Declined shifts have a timestamp noting when the shift was declined. Passive declines (did not respond within the escalation period) have no timestamp.